DFJ institutional holders

WISDOMTREE JAPAN SMALLCAP DIVIDEND FUND · 13F, 2026Q2

Managers holding79
Shares held1,759,139
Reported value$185.4m
Quarter flows11 new, 22 added, 18 trimmed, 14 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
FMR LLC392,360$41.3m0.0%
RAYMOND JAMES FINANCIAL INC218,541$23.0m0.0%
MORGAN STANLEY218,221$23.0m0.0%
WELLS FARGO & COMPANY/MN140,692$14.8m0.0%
Vontobel Holding Ltd.82,180$8.7m0.0%
Barry Investment Advisors, LLC82,114$8.6m1.8%
BANK OF AMERICA CORP /DE/63,543$6.7m0.0%
SACHEM HILL LLC54,939$5.8m1.0%
LPL Financial LLC54,009$5.7m0.0%
SCHWERIN BOYLE CAPITAL MANAGEMENT INC52,336$5.5m0.7%
Apollon Wealth Management, LLC51,863$5.5m0.1%
EXCHANGE TRADED CONCEPTS, LLC47,191$5.0m0.0%
HighTower Advisors, LLC41,682$4.4m0.0%
UBS Group AG39,046$4.1m0.0%
Guardian Partners Inc.26,900$2.8m0.3%
Sankala Group LLC14,363$1.6m1.1%
INGALLS & SNYDER LLC14,302$1.5m0.0%
Avestar Capital, LLC14,263$1.5m0.1%
CSS LLC/IL13,836$1.5m0.1%
Gotham Asset Management, LLC12,607$1.3m0.0%
Maridea Wealth Management LLC10,820$1.1m0.1%
Coppell Advisory Solutions LLC10,397$1.1m0.1%
ROYAL BANK OF CANADA10,268$1.1m0.0%
Arkadios Wealth Advisors8,991$946,7270.0%
JONES FINANCIAL COMPANIES LLLP7,949$844,3330.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("DFJ"). DFJ price history · All 13F data

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